BISRX Mutual Fund

BISRX Mutual Fund

NAV$27.73
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Returns Overview

1 Month
-3.48%
3 Months
+9.01%
6 Months
+7.61%
YTD
+6.67%
1 Year
+9.96%
3 Years (annualized)
+29.64%
5 Years (annualized)
+18.88%
10 Years (annualized)
+12.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would BISRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index
This Mutual Fund (YTD)
+6.67%
Peer Avg (YTD)
+7.86%
vs Peers
-1.19%

BISRX Mutual Fund Performance

BISRX performance across multiple time periods: 1-month -3.48%, YTD 6.67%, 1-year 9.96%, 3-year 29.64%, 5-year 18.88%, 10-year 12.03%.

BISRX returns trail the peer average of 7.86% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

BISRX vs another fund shows side-by-side returns. BISRX alternatives are available in the Mutual Fund Screener.